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Hire the best Financial Analysts in Houston, TX

Check out Financial Analysts in Houston, TX with the skills you need for your next job.
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Clients rate Financial Analysts
Rating is 4.8 out of 5.
4.8/5
based on 2,179 client reviews
  • $100 hourly

    • 5.0/5
    • (6 jobs)
    ✅ EXPERIENCED, PROFESSIONAL, and RESPONSIVE Finance Professional, specializing in All things Corporate Finance, Forecasting, Excel modeling, Real Estate Analysis and Underwriting. With over 6 years experience under my belt, at both large institutions and boutique firms, I am a qualified contractor for your project - understanding the position of both Large and Smaller clients. I have a passion for numbers and can help you with financial modelling, forecasting and analytics. I can offer you: -Financial Modelling -Budgeting/Forecasting -Real Estate Underwriting -Financial Analysis, KPIs and Dashboards -and much more! -All work is completed by me -Providing quality wok and clear communication is important to me I look forward to working with you!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Underwriting
    Investment Banking
    Pro Forma Statement
    Valuation
    Financial Projection
    Microsoft Excel
    Financial Planning
    Private Equity
    Real Estate
    Forecasting
    Cash Flow Analysis
    Mergers & Acquisitions
    Financial Report
    Financial Modeling
  • $100 hourly

    • 5.0/5
    • (15 jobs)
    Experienced Real Estate Financial Analyst Specializing in Development. Highly Skilled at Microsoft Excel Financial Modeling. Costar Access
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Microsoft Excel
    Real Estate Acquisition
    Real Estate Financial Modeling
    Finance
    Real Estate Financial Model
    Real Estate Investment Assistance
    Real Estate
  • $85 hourly

    • 3.5/5
    • (10 jobs)
    Over 20 years experience in Audit and Accounting ranging from Large Public companies to small self employed individuals. I find joy in Project based opportunities wanting to research and resolve any issues you may be facing.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Reporting
    Accounting
    Accounting Principles & Practices
    Accounting Software
    Bookkeeping
    Financial Forecast
    Financial Accounting
    Financial Audit
  • $95 hourly

    • 4.7/5
    • (2 jobs)
    My career has successfully risen from an entry-level accountant to Chief Financial Officer. I promote sustainable growth and profitability through careful strategic planning aligned with company objectives. Overseeing a wide-range of business departments, I work to optimize productivity and efficiently manage costs. Currently, I manage the company-wide portfolio, saving over $100,000 through strategic closing of a service line and location due to lack of demand. My knowledge extends across many specialties including taxes, payroll, sales, and budgeting. I promote the development of efficient teams, leading my staff to accomplish the required financial metrics. Promoting staff satisfaction, I promote work quality by developing top-level training and development programs.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Accounting
    IRS Resolution
    QuickBooks Online
    Payroll Accounting
    Tax Return
    Financial Statement
    Tax Planning & Advisory
    Bookkeeping
    Financial Modeling
    Business Analysis
  • $75 hourly

    • 5.0/5
    • (3 jobs)
    Houston TX | 8 years experience Interaction/product Design | 5 Years Product management | Successfully raised a Series A investment round for a startup in 2021 | 8 Years marketing & business strategy | Figma, AdobeXD, python, javascript, Web & App development. Mantra: "Aim above the mark to hit the mark"
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Supply Chain & Logistics
    Process Design
    Entrepreneurship
    Wireframing
    Management Skills
    Business Management
    Marketing
    Customer Experience
    Team Building
    UX & UI
    Project Management
    Marketing Strategy
    Business Strategy
    Financial Modeling
  • $200 hourly

    • 4.9/5
    • (2 jobs)
    SQ CPA PLLC is created to cater Accounting and Tax needs for individuals and businesses. We take pride in providing exceptional Tax and Accounting solutions, thanks to powerful and configurable business processes and automation. Our services include tax planning and tax compliance, new business advisory services, QuickBooks setup and support, and financial statements preparation coordinated at both the business and individual levels. So you can maximize your tax savings while remaining compliant. We provide accounting services and tax strategies that deliver measurable results to modern business owners. We'll find better ways to handle your bookkeeping and payroll needs (keeping your books organized and up to date on monthly basis) and use our expertise to reduce your tax liabilities, allowing your business to maximize profits.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Tax Planning & Advisory
    Management Consulting
    Tax Law
    CPA
    Financial Forecast
    Business Plan
    Financial Modeling
    Bookkeeping
    Tax Return
    Intuit QuickBooks
  • $50 hourly

    • 4.7/5
    • (2 jobs)
    Thank you for your interest in my profile! My niche sits at the corner of Project Management, Operations, Finance, and systems. With prior work experience at companies of all sizes (pre-seed startups to Fortune 5), I'm laser focused on helping companies optimize their operations, drive projects to successful execution, and improve their systems solutions all while managing to the bottom line. As an ex-Deloitte consultant, I've been classically trained in providing high quality solutions and top tier service. I thrive on dissecting an issue, understanding context, determining root causes, and developing flexible solutions that suit each company's needs. I also hold a MBA and have passed level 1 of the CFA exam - I truly love to learn, and I'm excited to learn more about how I can be of service for you and your company! Building your company and looking to shore up your processes? I've created Incident Management processes, SOPs for Customer Service teams, software purchasing processes and policies, and have advised on hiring processes. The best part is, I always have the financials in mind - I spent 6 years in full-time Finance roles, including FP&A and financial strategy. Need someone to oversee a project and drive it to execution? I've earned my PMP, managed month-long to years-long projects, guided large virtual/global teams, and can navigate Project Management systems including Monday.com and Smartsheet (or Google Sheets or Excel - a project plan doesn't have to be fancy as long as the work gets done the right way!) My skills include project planning, project execution, operational design, financial analysis, and everything in between; my systems experience ranges from MS Office (Excel, PowerPoint, etc.), Salesforce (Sales and Service Clouds), Oracle (R12 and 11i), Monday.com, Smartsheet, Jira, Slack... and if I haven't listed it, I can probably figure it out! It would be a pleasure to understand your company and its needs. Thank you for your consideration!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Forecast
    Financial Modeling
    Project Objectives
    Requirements Specification
    Milestones
    Business Planning & Strategy
    Project Timelines
    Project Plans
    Project Management
    Business Process Management
    Presentations
  • $75 hourly

    • 5.0/5
    • (5 jobs)
    Beginning my career in one of the international accounting firms, my drive and ambition has matured into a more holistic approach to career success, which includes doing my best to make a difference in the lives of my clients. *Certified public accountant (CPA) *Chartered Global Management Accountant (CGMA) *QuickBooks ProAdvisor UPWORK ACCOMPLISHMENTS Using Upwork to springboard into long-term working relationships with new clients, I have successfully contributed the following results: *Streamlined client’s staff time reporting processes by implementing QuickBooks Time tracking, significantly reducing their time administration by 75% and increasing cash flow from customer invoicing by approximately 18%. *Supported a professional service firm to grow into their next step by evaluating their financial operations and improving internal processes by transitioning to QuickBooks Online Advanced. *Designed quarterly management reports via client's QuickBooks accounting platform, and monthly Key Performance Indicators (KPI) tracking via the Fathom reporting platform.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Accounting
    Microsoft PowerPoint
    Financial Statement
    CPA
    Financial Accounting
    Intuit QuickBooks
    Bank Reconciliation
    Account Reconciliation
    Accounts Receivable
    Month-End Close Assistance
    Financial Projection
    Microsoft Excel
    GAAP
  • $40 hourly

    • 4.7/5
    • (1 job)
    Here to help Startup & Small Business Owners build and analyze financial models, business plans, pitch decks, and more for any purpose. I have experience from both an investor and entrepreneur side of building and analyzing data rooms, pitch decks, and financial models. Currently working on a Series B fundraise where I have built a six-year financial model, including a 4-year forecast. Also have built out strong investor lists, comparable company lists, market research reports, and helped founders find warm introductions into top venture firms.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Pitchbook
    Grant Writing
    Business Modeling
    Forecasting
    Budgeting & Forecasting Software
    Budget Visualization
    Finance & Accounting
    Startup Company
    Startup Consulting
    Modeling
    Data Analysis
    Business Presentation
    Financial Modeling
  • $89 hourly

    • 5.0/5
    • (3 jobs)
    Thank you for reviewing my profile! I am a well-versed financial analyst with 15 years post-MBA experience in both large corporate and small business engagements. Much of my experience starts with huge data sets and/or financial models in Excel that I formulate into executive-level reporting and recommendations. A keen eye for details is required in my day to day as my typical audience is the investor, banker, and executive leadership community. That translates to precise and clean outputs for my projects as a MUST! I perform deep and wide online research, be it for market/macro trends, "the next big thing," specific transactions or personnel news, or just to improve my personal knowledge. Additionally, with a language undergraduate, I am well-versed in proofreading, editing, and creating copy on any variety of subjects, but often technical in nature. I couple quantitative and qualitative abilities in almost all I do! Specialties: * Financial Modeling * M&A and Divestiture Analysis, Due Diligence, and Reporting * Financial Planning & Analysis * Budgeting and Forecasting * Margin Analysis * Long Range Planning * Executive/Investor Reporting and Analysis * Special Project Management * Training and Education * Finance Software Implementation * Research * Proofreading, editing, and Creating Copy
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Data Interpretation
    Forecasting
    Financial Modeling
    Construction
    Microsoft Excel
    Technical Copywriting
    Corporate Finance
    Editing & Proofreading
    Economics
    Microsoft PowerPoint
    Data Analysis
    Mergers & Acquisitions
    Strategy
    Real Estate
  • $110 hourly

    • 5.0/5
    • (8 jobs)
    Please visit website with link to full resume. (Links not allowed here by Upwork.) Career highlights: • Institutional and Private Clients • Wide International and Intercultural Experience • Long and Short-Term Investment, Financing, Start-ups, Clean and Renewable Energy • Short / Long-Term Engagements • Interim Senior Management Roles (CEO) Business Plans, Writing Assignments, Pitch Decks, Financial Modelling
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Contract Law
    Business Proposal Writing
    Document Review
    Real Estate Investment Assistance
    Business Strategy
    Venture Capital Consulting
    Financial Modeling
    Technical Writing
    Business Plan
    Editing & Proofreading
    Financial Projection
  • $249 hourly

    • 0.0/5
    • (1 job)
    I’m an expert in financial services. Most recently, I served as the CEO to a fintech within the lending space. Prior to founding my own fintech, I worked in PE and management consulting.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Procurement
    Solar Energy
    Supply Chain & Logistics
    Writing
    Commercial Lending
    FinTech
    Financial Model
    FinTech Consulting
    Lending Regulation
    Crypto Marketing
    Finance
    Cryptocurrency
    Business Writing
    Blog Content
  • $100 hourly

    • 0.0/5
    • (0 jobs)
    Experienced Instructor with a demonstrated history of working in both the education and real-estate/financial analysis industries. Skilled in Analytical Skills, Project Management, Organizational Development, Teaching, and Collaborative Problem-Solving.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Real Estate Financial Model
    Real Estate Transaction Standard
    Organizational Development
    Data Analysis Consultation
    Microsoft Excel
    Business Management
    Project Management
  • $40 hourly

    • 5.0/5
    • (2 jobs)
    Hands-on, results-driven leader with 15 years of experience in supply chain, procurement, sourcing, and finance in both large enterprise and start-up environments. History of sourcing and negotiating complex supplier agreements, implementing process improvements, and driving cost savings. Expertise in utilizing data and deploying technology to improve operational performance and quality. Proven ability to develop RFP and RFQ documents, TCO models, and project business cases. Strong analytical background, ability to build big data models, and find insights from large sets of data. Proficiency in deploying lean methods, new technology, and processes to promote operational excellence and create competitive advantages. Spend responsibilities from $60m to $2b pa. Trusted advisor to C-suite leadership and investors. Areas of Expertise: Supply Chain/Procurement Leadership Strategic Sourcing Commodity Category Strategy Development & Management Six Sigma/Lean Manufacturing Procurement policy & technology Outsourcing Contract Manufacturing Facility Shut Down Business Case Development/Decision Support Change Management Continuous Improvement Contract Negotiation Procure-to-Pay Supply Risk Mitigation Digital Supply Networks S&OP Inventory Management Employee Development & Coaching
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    RFP Writing
    Data Analytics
    Process Design
    Process Improvement
    Contract Drafting
    Six Sigma
    Contract Manufacturing
    Contract Negotiation
    Price & Quote Negotiation
    Sourcing
    Microsoft Excel
    Forecasting
    Financial Planning
    Financial Modeling
  • $85 hourly

    • 0.0/5
    • (0 jobs)
    Highly successful entrepreneur and corporate professional with an excellent record of achievement in the consulting, technology, and healthcare industries. Fully prepared to help your firm succeed in corporate development, investor relations, private equity, and venture capital and drive the planning and execution of corporate strategies to support business growth. Excellent verbal and written communications skills and provides structure and polish in creating executive-level deliverables. Qualifications Summary * Demonstrated success in addressing internal M&A, corporate strategy, and strategic finance, effectively aiding with valuation and deal modeling for M&A and other investments. * Adept at assessing every aspect of corporate finance strategy while leveraging financial indicators to understand the consequences on the financial statements of the business. * Solid project management skills, along with a talent for collaborating and finding common ground with cross-functional teams, C-level executives, and senior management.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Business Strategy
    Growth Strategy
    Microsoft PowerPoint
    Valuation
    Presentation Design
    Strategy
    Financial Model
    Analytics
    Tableau
    Data Analysis
    Operations Analytics
    Google Sheets
    Microsoft Excel
    Data Visualization
  • $175 hourly

    • 0.0/5
    • (0 jobs)
    ENERGY & SUSTAINABILITY STRATEGIST Driving Corporate Excellence in Energy and Water Conservation A visionary strategist adept at navigating the corporate landscape to guide organizations towards achieving their energy and water conservation targets. Specializing in bridging the gap between aspiration and implementation, I blend insightful understanding with strategic execution of best practices to align companies with their Environmental, Social, and Governance (ESG) goals. With a track record of success, I empower companies to transition towards sustainable practices that simultaneously enhance their environmental impact and financial performance. FLEET MANAGEMENT EXPERT Optimizing Fleet Performance for Peak Efficiency and Safety Drawing upon a decade of comprehensive experience in fleet, inventory, forecasting, reporting, and financial modeling, I stand as a consummate fleet management professional. My expertise lies in skillfully optimizing company operations and safety based on rigorous key performance metrics. As a Director of Fleet, I excel in inventory management and conduct in-depth utilization analysis, ensuring an optimal level of equipment inventory. By forging strategic vendor relationships and championing data-driven solutions, I drive revenue growth and operational cost savings. With an unwavering commitment to safety and regulatory compliance, I bolster the well-being and performance of company personnel through a deep understanding of DOT requirements. EXPERT FINANCE & REPORTING ANALYST Transforming Data into Strategic Financial Insights A seasoned finance leader with an impressive track record of crafting results-driven reports and implementing transformative strategies. My expertise lies in developing key performance indicators (KPIs), driving forecasting initiatives, and managing intricate inventory controls. My strategic mindset coupled with proficiency in data analysis and financial analytics enables me to convert complex data into actionable insights. I specialize in crafting a suite of financial reports that includes weekly optimization, sales, and safety reports, with an emphasis on cost reduction and underutilized asset identification. My proficiency in Microsoft Excel, combined with my prowess in month-end closing and cross-functional operations, empowers organizations to make informed decisions that lead to sustained growth. I am also passionate about training and mentoring teams, ensuring the development of capable professionals who contribute to an organization's prosperity. CORE COMPETENCIES • Key Performance Indicator (KPI) Development • Forecasting & Financial Modeling • Strategic Procurement • Inventory Management & Optimization • Data Analysis & Financial Analytics • Cross-functional Operations • Microsoft Excel Mastery • Month-End Close Expertise • Training & Mentoring Leadership • Sustainable Energy & ESG Strategies I am committed to driving lasting change by spearheading initiatives that embrace sustainability, foster financial resilience, and elevate operational excellence. My comprehensive skill set, strategic vision, and unwavering dedication position me as an invaluable asset capable of catalyzing organizational growth and innovation.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Energy Storage
    Solar Energy
    Financial Reporting
    Financial Modeling
    US Fleet Tracking
    Fleet Management Software
    Fleet Management
    Energy Optimization
    Energy Management
    Energy & Utilities
    Energy
    Sustainability
  • $150 hourly

    • 0.0/5
    • (0 jobs)
    I can help you maximize the value of your business or product. Whether you need to: • buy your next venture, • create a business plan, • research your target market, • develop and optimize your product, • raise funds, • or sell your company. I am a entrepreneurial business consultant, with experience in product development and company acquisitions across multiple Fortune 500 companies. Most recently, as a free lance consultant, I have helped small business owners sell their businesses for $millions more than they expected. Please reach out with any inquiries.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Financial Analysis & Valuation
    Financial Model
    Research & Development
    Business Plan Writing
    Company Valuation
    Negotiation Coaching
    Contract Negotiation
    Product Development Process
    Product Development
    Target Market Research
    Entrepreneurship
    Acquisitions
    Mergers & Acquisitions
  • $150 hourly

    • 0.0/5
    • (0 jobs)
    Welcome to my Upwork profile. I am an accomplished financial services professional with a proven track record of driving success for the businesses whom I serve. With over 15 years of financial services experience, I have honed my skills in financial management, strategic planning, budgeting, and forecasting. My goal is to help businesses optimize their financial performance, increase profitability and achieve sustainable growth. Services Offered: - Financial Strategy: Develop comprehensive financial strategies aligned with the company's goals and industry trends. - Budgeting and Forecasting: Create accurate and realistic budgets and forecasts to guide decision-making and resource allocation. - Cash Flow Management: Implement effective cash flow management strategies, including credit control, working capital optimization, and cash flow forecasting. - Financial Analysis: Conduct in-depth financial analysis, identify key performance indicators (KPIs), and provide actionable insights to improve performance and efficiency. - Risk Management: Identify potential risks and develop risk mitigation strategies to safeguard the financial health of the organization. - Financial Reporting: Prepare timely and accurate financial reports, including profit and loss statements, balance sheets, and cash flow statements, to facilitate informed decision-making. - Investor Relations: Provide guidance and support in investor relations, fundraising, and M&A activities. - Systems Optimization: Streamline financial processes and leverage technology solutions to improve efficiency and accuracy. Why Hire Me? - Proven Expertise: I have a strong track record of delivering results and driving financial success for businesses of all sizes. - Strategic Thinking: I bring a strategic mindset to financial decision-making, ensuring that every action contributes to long-term growth and sustainability. - Efficiency and Cost Optimization: I am adept at identifying inefficiencies and implementing cost-saving measures to improve the bottom line. - Communication and Collaboration: I prioritize open and transparent communication, working closely with stakeholders to align financial goals with the overall business strategy. - Adaptability: I have experience working with diverse industries and organizations, allowing me to quickly adapt to new environments and deliver tailored financial solutions. Let's work together to drive your business's financial success. Contact me now to discuss how I can help you achieve your goals.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Investment Banking
    Accounting
    Financial Statement
    Communication Skills
    Price & Quote Negotiation
    Contract Negotiation
    Mergers & Acquisitions
    Capital Markets
    Valuation
    Corporate Finance
    Risk Management
    Strategic Planning
    Budgeting & Forecasting Software
  • $100 hourly

    • 0.0/5
    • (0 jobs)
    Leading the change in small business growth and success. Delivering unique solutions beyond numbers. Senior Vice President - ServTec LLC - A premium staff augmentation firm providing high-caliber talent from global talent hubs to US firms. Director at AKIF CPA PLLC - A premier CPA firm helping clients in US and around the world.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    CPA
    Finance & Accounting
    Tax Preparation
    CRM Development
    Financial Management
    Financial Planning
  • $80 hourly

    • 0.0/5
    • (0 jobs)
    Highly skilled, passionate, and dedicated global leader with knowledge across all facets of large, complex organizations and health care systems, offering more than 15 years of progressive experience in business operations, management, and vendor relations. Expertise in optimizing organizational performance in both traditional and value-based environments, including green-field projects, network development, system integration, and change management. Able to leverage industry experience coupled with training in LEAN and Six Sigma to guide operations, strategy, and business development with a focus on resource management, network integrity, service rationalization, and value-based transformation. A respected leader, who can build and foster relationships across all levels of an organization, navigating a collaborative culture and organizational dynamics.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Market Analysis
    Data Analysis
    Data Analytics & Visualization Software
    Operations Management Software
    Operational Planning
    Strategic Planning
    Strategic Plan
    Project Management
    Financial Consulting
    Business
    Strategy
    Business Consulting
  • $50 hourly

    • 0.0/5
    • (0 jobs)
    Finance professional with experience leading departments in the chemical, consumer packaged goods, manufacturing, distribution and entertainment industries. I have a proven track record in financial reporting, forecasting and budgeting, strategic planning, inventory and distribution accounting, multiple BPC and SAP implementations, auditing, Sarbanes-Oxley, and acquisitions & divestitures.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Acquisitions
    Sarbanes-Oxley Act
    Communication Skills
    Internal Auditing
    Accounting
    Budgeting & Forecasting Software
    Financial Reporting
    Analytical Presentation
    Strategy
    Journal Technologies eCourt
    Strategic Plan
    Professional Tone
    Strategic Planning
  • $100 hourly

    • 0.0/5
    • (2 jobs)
    I bring over 20 years of investing experience across multiple asset classes - private equity, credit and public equities. This career has made me an expert in financial forecasting / modeling, fund raising, business planning, strategy and valuation. My industry concentration has been primarily in technology, energy, industrial, telecom and media. I have engaged the spectrum from Fortune 100 companies to emerging technologies from university labs. As a angel and early stage venture investor, I mentor and advise business startups. I am also the founder of an innovative technology platform where I managed development teams, data scientists, business strategy, marketing, market research, partnerships and channel development, financial planning and fund raising. Proficient in excel, powerpoint, monte carlo simulation, Pitchbook, Intrinsic (Stockval), Bloomberg, Capital IQ.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Investment Research
    Business Valuation
    Financial Forecasting
    Venture Capital Consulting
    Management Consulting
    Fundraising
    Startup Consulting
    Corporate Strategy
    Financial Modeling
  • $31 hourly

    • 5.0/5
    • (1 job)
    I am an investment banker looking to leverage my passions for editing, Excel, and finance to help you!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Microsoft Excel
    Debt Collection
    PDF Conversion
    Editing & Proofreading
    Data Entry
    US English Dialect
    Microsoft PowerPoint
    Budget Management
    Writing
  • $30 hourly

    • 0.0/5
    • (0 jobs)
    Experienced in all facets of Microsoft Excel, and intermediate level experience in all other parts of Microsoft Office. Basic experience with Adobe Creative Cloud, namely Premiere Pro and Audition, with some exposure/experience with Photoshop and Illustrator. Experience with Financial Analysis through education. Open communication is key, I will be fully open and honest about what can be expected, and will complete the job to the best of my ability as efficiently as possible! Let me know what you need/want done and let's see what we can do!
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Adobe Audition
    Adobe Photoshop
    Adobe Premiere Pro
    PeopleSoft
    Adobe Creative Cloud
    Finance & Accounting
    Microsoft Power BI
    SAP
    Accounting Basics
    Microsoft Excel
  • $25 hourly

    • 0.0/5
    • (0 jobs)
    Financial Advisor Profile Dynamic and strategic financial professional poised to excel in a role as a Loan Officer, Financial Advisor, and Wealth Advisor. Gifted with an extensive background in finance, offering a comprehensive understanding of lending policies, credit evaluation, and risk management. Expert at creating bespoke financial solutions tailored to the individual's needs, goals, and risk tolerance, leading to robust wealth growth strategies. Exceptional at fostering strong client relationships through outstanding communication and interpersonal skills. Known for meticulous analytical abilities and expertise in utilizing advanced financial planning tools. Adaptable in high-pressure environments and committed to achieving clients' financial objectives. Anchored by a strong ethos of compliance and ethical business practices, ready to propel client success and organizational growth. Areas of Expertise
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Project Management
    Management Skills
    Insurance Policy Analysis
    C++
    Microsoft Office
    Business
    Business Management
  • $27 hourly

    • 0.0/5
    • (0 jobs)
    Experienced Executive Assistant to CEO with 2 years of proven success in managing books, calendars, travel arrangements, and communication between our clients and contractors. Increased organization and productivity by 25% through the development and maintenance of efficient tracking & filing systems. Knows Microsoft Word, Excel, PowerPoint, Outlook & Google Suites. Effective at prioritizing task and meeting timelines. Strong communication skills both verbally and written.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Accounting Principles & Practices
    Accounts Receivable Management
    Invoicing
    Relationship Management
    Communication Skills
    Problem Solving
    Retail Merchandising
    Retail & Wholesale
    Business Analysis
    Account Reconciliation
    Data Analysis
    Accounting Basics
    Bookkeeping
    Time Management
  • $50 hourly

    • 0.0/5
    • (0 jobs)
    Passionate and self-motivated team player with extensive knowledge in financial reporting, forecasting, and budgeting, through the use of data analytics. In pursuit of a challenging financial role to continue my growth and understanding of business decisions through proven analytical results.
    vsuc_fltilesrefresh_TrophyIcon Financial Analysis
    Microsoft Excel
    Forecasting
    Budget Management
    Finance
    Accounting
    Data Analysis
    Data Entry
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